See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,953 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS CAPITAL INC DBA ASS Service code 99 200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746 | Other Fees | $4,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,023 | $65,908-39.3% | $81,812-51.1% | $77,643-48.5% |
| Participation rate | 89.7% | 65.8%+23.9pp | 72.3%+17.4pp | 70.6%+19.1pp |
| Annual return | 16.86% | 26.64%-9.8pp | 773.79%-756.9pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,507 | $2,370-36.4% | $2,912-48.3% | $2,726-44.7% |
| Participant deferral / active EE | $3,803 | $3,505+8.5% | $4,319-11.9% | $4,647-18.2% |
| Admin fee / account holder | $24 | $526-95.4% | $7,386-99.7% | $430-94.4% |